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#161 Contract - Create Invoices from Expense partial shipments

R2.4
open
nobody
5
2007-01-24
2003-02-26
R.Brandl
No

Ability to create Invoices from Expense reports for partial
shipments based on the total in a project.

See the extract from my support request:

-- extract --

First i create an project "testprj" with one line "100
Hour Mary Consultant". Now i need an order
confirmation for my customer and therefore i create an
sales order from the "project" form. Then i open
the "sales order" form and print the order confirmation. I
create an expense report with an report line "50 Hour
Mary consultant" and select the project "testprj" with the
right business partner and process this expense. After
that i "create Sales Orders from Expense" and now i
have an new sales order with an line "50 Hour Mary
Consultant".
What i expect is that the _delivered quantity_ of the
order line "100 Hour Mary Consultant" from my first
sales order is set to 50. What i need is an relationship
between my expense report line and the sales
order "100 Hour Mary Consultant". Is this possible ?

How can i match the following scenario:

1. Create an Sales Order with 100 Hours Consulting ->
100 Hours Consulting is open
2. Create an Expense Report with 40 Hours Consulting
and create an relationship to the open 100 Hours
Consulting.
3. Process the Expenses -> Now 60 Hours Consulting
is open
4. Print invoice
5. Create an Expense Report with 70 Hours Consulting
and create an relationship to the open 60 Hours
Consulting.
6. Process the Expenses -> Now -10 Hours Consulting
is open (an negative value means delivered- > ordered
quantity)
7. Print invoice

Discussion

  • Jorg Janke

    Jorg Janke - 2003-03-15

    Logged In: YES
    user_id=87038

    That would be part of contract management

     
  • Jorg Janke

    Jorg Janke - 2003-03-15
    • summary: Create Invoices from Exp. Report for partial shipments .. --> Contract - Create Invoices from Expense partial shipments
     
  • Kathy Pink

    Kathy Pink - 2007-01-24
    • labels: 503668 --> Expense Report
     

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